See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,665 | $76,000-87.3% | $154,107-93.7% | $64,186-84.9% |
| Participation rate | 80.7% | 70.4%+10.3pp | 83.0%-2.3pp | 69.6%+11.1pp |
| Annual return | -24.69% | 30.32%-55.0pp | 735.12%-759.8pp | 7.63%-32.3pp |
| Employer contribution / active EE | $3,611 | $3,351+7.8% | $5,298-31.8% | $2,381+51.7% |
| Participant deferral / active EE | $1,913 | $3,175-39.7% | $5,081-62.3% | $3,470-44.9% |
| Admin fee / account holder | $998 | $5,596-82.2% | $13,411-92.6% | $4,888-79.6% |